[Hiring] Planning Data Specialist @Cloud Accountant Staffing

Role Description

Imagine taking a stack of statements, spreadsheets, and client files and turning them into clean, accurate plans advisors can open in a client review and trust right away. That's this role.

You'll support a U.S. wealth management firm that helps clients grow their net worth toward a work-optional retirement. The firm plans tax and wealth together, so investment, tax, and retirement decisions are made side by side instead of separately.

The firm is moving its planning work onto eMoney, and you'll be the detail-minded specialist who makes that move work. You'll translate existing client information into eMoney plans, build the first planning scenarios, and keep every household consistent, complete, and ready for review.

If you like turning messy data into something precise and usable, welcome.

Qualifications

• Strong attention to detail and accuracy with numbers
• Working knowledge of retirement accounts, insurance, and basic tax treatment
• Comfort reading brokerage, retirement, and insurance statements
• Self-directed remote work habits and strict confidentiality with client data
• Strong written English for clear progress updates
• Comfortable working U.S. business hours, or overlap hours if required

Requirements

• Detail-obsessed with numbers; a misplaced digit bothers you
• Ability to read a brokerage, retirement, or insurance statement and know exactly where each figure belongs
• Independently manage your own pace and report progress without being chased
• Treat client data with strict confidentiality

Benefits

• Career-level USD compensation depending on experience and scope
• Permanent remote work
• Company-provided equipment, including a laptop, monitor, and accessories
• 15 days of annual PTO plus local holidays off
• Guaranteed annual increases
• Referral rewards of up to $1,000
• Monthly flexible stipend through CAS Flex Perks
• Structured onboarding and ongoing support
• A collaborative culture that supports your professional growth

Company Description

This is a full-time independent contractor engagement. Full-time exclusivity is required. Candidates must not maintain other part-time, freelance, or conflicting professional engagements once hired. Conflict-of-interest checks may apply.